Sector Investment 24-Hour Briefing
×Infrastructure Investment
Partners Group achieved a 2.5x multiple of invested capital on its Nordics data centre platform sale, netting more than 30% returns. CapMan is launching a €750 million third Nordic infrastructure fund, representing an almost 90% increase from its previous €400 million target.
Real Estate Investment
Seven Hills Capital closed its second fund at a $235 million hard cap, signaling continued healthcare investment momentum. The PERE Awards 2025 highlighted major achievements in private real estate equity following a significant overhaul of honorees.
Market Perspectives
EIPA's Tim Whittaker called for regulators to mandate frequent, robust, and independent valuations in private markets to better capture true risk levels. Meanwhile, sovereign wealth funds show divided views on 2026 fund investments, with ADIA anticipating no changes while Australian super funds point to factors driving more capital into funds.
Industry Developments
The rise of back leverage is revolutionizing European real estate debt markets, with financing structures once considered too risky gaining traction. Los Angeles County Employees' Retirement Association issued an RFP for real estate consultants to advise its portfolio strategy.
Regional Activity
The PERE Asia Summit highlighted growing investment opportunities across the region, while discussions at the Sydney Network Meeting focused on infrastructure investment trends and portfolio allocation strategies.